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With more than 135,000 copies sold in previous editions, Personal Financial Planning has become one of today's top answer books for people who want to know what to do with their money, and why.
This streamlined seventh edition provides in-depth coverage and analysis of the latest tax law changes. In addition, it features an entirely new chapter on planning and paying for education expenses, including the new 529 plans; ramifications of the GST estate tax repeal; new checklists and questions to tie up each chapter; and more.
G. Victor Hallman is a lecturer in estate and financial planning at the Wharton School.
Jerry S. Rosenbloom is a professor of insurance and risk management at the Wharton School.
|Preface to the Fifth Edition|
|Pt. 1||Coordinated Financial Planning|
|1||Personal Financial Planning - The Process||3|
|2||Setting Financial Planning Objectives||19|
|Pt. 2||Using Insurance Effectively|
|3||Basic Insurance Principles||45|
|4||Life Insurance and Social Security||63|
|6||Property and Liability Insurance||154|
|Pt. 3||Accumulating Capital and Income Tax Planning|
|7||Basic Investment Principles||181|
|8||Common Stock and Other Equity Investments||217|
|10||Investing in Fixed-Income Securities||278|
|11||Income Tax Planning||299|
|Pt. 4||Planning for Retirement|
|12||Pension, Profit-Sharing, and Savings Plans||347|
|13||Other Retirement Plans and Other Employee Benefits||389|
|Pt. 5||Estate and Tax Planning|
|14||Estate Planning Principles||411|
|15||Planning for Death Taxes||432|
|16||Will Substitutes in the Estate Plan||459|
|17||Planning for Business Interests||482|
|Personal Financial Planning Checklist for Decision Making||503|
|Personal Financial Planning Review Forms||517|